Barbara
Nevils
Sax Wealth Advisors, LLC
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About this Advisor
Barbara Nevils is a financial advisor based in Jacksonville, Florida, working with Sax Wealth Advisors, LLC. Barbara has previously held positions at Nevils Financial, LLC and Sax Wealth Advisors, LLC. Barbara is registered to provide services in New Jersey. Currently, Barbara is part of Sax Wealth Advisors, LLC, which operates out of Jacksonville, Florida. The firm has 5 offices and 23 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sax Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sax Wealth Advisors, LLC Brokerage Details
$1,739,354,773
23
2,716
$640,410
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Barbara Nevils Work History
Sax Wealth Advisors, LLC
Nevils Financial, LLC
Disclosures
Please visit the SEC profile of Barbara Nevils to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sax Wealth Advisors, LLC
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
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